Identify Members at risk
Quickly find members who may need support before deadlines pass.
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Manage CPD
and member
compliance
with ease.
Create tailored CPD programs, monitor member progress and manage compliance directly inside Wave CRM.
Create tailored programs
Set dates, point requirements and program details.
Track member progress
See approved, pending and remaining CPD points at a glance.
Features.
01
Create Tailored Programs
Create CPD programs that reflect your organisation's requirements. Set program dates, required points and points categories from one straightforward setup. Plus, member and/or non-members can embark on CPD programs.
02
Track Member Progress
Monitor member progress across each program. See total submissions, pending reviews and members who may be at risk of falling behind.
03
Manage Compliance
Set clear percentage thresholds for At Risk, On Track and Completed statuses. Configure activities and point requirements to suit your compliance framework.
EVERYTHING YOU NEED
Simple CPD tools, built for your organisation.
CPD Program Management
Create and manage current, upcoming and past CPD programs from one organised dashboard.
Points & Requirements
Set required points, program dates and points categories to match your organisation's CPD cycle.
Member Progress
Monitor member progress and quickly identify who is At Risk, On Track or Completed.
Submission Reviews
View pending submissions and manage the CPD review process from one central location.
Compliance Settings
Set percentage thresholds that determine how each member's compliance status is calculated.
Program Activities
Configure available CPD activities and determine how points are awarded within each program.
Progress & Compliance
Member Progress at a Glance
Monitor completed, approved and pending CPD points from one clear dashboard. Review category requirements, track individual submissions and quickly identify where action is needed.
- Live Progress Tracking – See approved, pending and remaining CPD points instantly.
- Category Breakdown – Track progress across each required CPD category.
- Submission History – View activities, completion dates, points and approval statuses.
- Quick Reviews – Find pending submissions and open them directly for assessment.
Participant Experience
A Clear View of Their CPD
Give every CPD participant their own portal experience where they can view progress, check submitted activities and keep track of their records in one place. CPD programs can be available to both members and non-members, giving organisations greater flexibility in who can participate.
- Personal CPD Dashboard – See approved, pending and remaining CPD points at a glance.
- Submission History – View completed activities, dates, points and approval statuses.
- Self-Service Access – Participants can submit records and monitor their own progress from their portal.
- Open Beyond Membership – Offer CPD programs to members, non-members or a wider professional audience.
